China has pushed electric vehicles for 12 years, and the impression of electric vehicles by the Chinese people, from oil to electricity, cheating, too expensive, to spontaneous combustion, so far the Internet is still scolding more and less praise, but the following two data show that the negative evaluation does not affect the popularity of electric vehicles.
On April 11, the People's Daily WeChat terminal released that by the end of the first quarter, the mainland's new energy vehicles had been promoted by a total of 10.334 million. The Association released March sales data, of which the retail sales of new energy vehicles were 445,000 units, an increase of 137.6% year-on-year, compared with the entire auto market, down 10.5% year-on-year; the penetration rate of new energy vehicles was 28.2%, an increase of 17.6% over the same period last year, and a significant increase from 21.8% in February.
From these two charts, it can be seen that the sales trend of new energy vehicles is much stronger than the overall trend.
What electric cars are they buying?
Since the sales of new energy vehicles are so hot, what cars are everyone buying? First of all, look at the top ten of the sales list, there is no suspense Hongguang MINI EV ranked first, a month of nearly 42,000 units of sales, I believe mainly sold to China's vast number of third-, fourth- and fifth-tier cities, in these cities are indeed both affordable and practical.
MINI EV sold better, the more confidence to Wuling, in April Wuling newly launched the MINIEV GAMEBOY version, the main personalized modification, sold to 5.58-6.98 million yuan, online are scolded too expensive, but there are actually more than 30,000 people booked.
Tesla did indeed exert its strength at the end of the quarter, even if Tesla stopped production several times due to the impact of the Shanghai epidemic in March, but it did not affect the Model Y and Model 3 both "topped" the sales list. 39,700 units a month, Model Y this result, really even BBA fuel car dare not think of ah, Musk danced to achieve, you say not angry?
It is estimated that within this year, talk about the sales of new energy vehicles and see what new energy vehicles others buy, they can't get around BYD. In the top ten lists in March, byd cars and SUVs each accounted for 3 seats, and the yuan PLUS and Dolphin both exceeded 10,000, the former was listed on February 19, the first full sales month in March, and the sales volume directly exceeded 10,000, which is simply anti-traditional production capacity climbing.
In March, BYD rushed to the third place in the retail ranking of manufacturers. According to media reports, Boss Wang said in an interview that BYD still has 400,000 cars waiting to be delivered. This year, BYD will rush to the first place in its own, this is not easy to say!
In terms of new forces, the ideal ONE has returned to more than 10,000 units, and the Xiaopeng P7 has also delivered 9183 units, which is better than in February. Weilai delivered 9985 vehicles overall in March, and its no explosive models are related, to be honest, there were no new cars in the whole year last year, ES8, ES6 can support this achievement has been good, the rest depends on ET5 and ET7.
More and more people buy new energy vehicles, then of course there are more opportunities for the market, and you can't always come and go only to choose those few models, right. So, in March, if you combine sedans and SUVs, the top ten sales of new energy vehicles have entered the era of 10,000 units. The tide is rising, the popularity of new energy vehicles is accelerating, driving the sales of electric vehicles to rise, in this month's sales table, we see that KiWi EV, Hechuang Z03, and Qijie M5 have all sold more than 3,000 units per month.
There are also some models that have been relatively popular on the Internet before, and we will also pay attention to their sales. Extreme Kr 001, March sales of only 1795 units, compared with 3530 units in January, 2916 units in February has a significant decline, which may have the impact of chips and other parts, after all, Extreme Kr in Hangzhou, supporting how big Jiangsu, Zhejiang and Shanghai area is inevitable, but also the epicenter of this round of epidemic.
On February 16, both black cats and white cats stopped accepting new orders, but in March, black cats still completed the delivery of 6612 units, and it seems that the Great Wall "will lose a few hundred million yuan"? The bad news is that good cats have fallen from nearly 10,000 units last month to 6284 units, which shows that Euler's sales situation in March is not optimistic. Zero-run T03 entered the market with high cost performance and won good sales, but after several rounds of cost increases in the recent past, the price of the car has risen to 73,800, and the start-up version has only 300 kilometers of endurance, which is inevitable to affect sales, but whether this will indirectly affect the IPO process of Zero Run in Hong Kong is unknown.
Don't worry about buying an electric car, these will be new in the near future
Those who have entered the market have begun to share the dividends of the market, and those who have not yet entered the market are also grasping, whether it is a new force or a traditional car company, almost all the new cars this year are electric vehicles. The new forces are in urgent need of more models to build a product camp to strengthen the monthly sales performance, as well as continue to do incremental, in the past two months, Wei Xiaoli's new products have not less than the headlines.
The latest news is that ET7 is preparing to enter the actual delivery stage, and it has been disturbed by the epidemic, and the first delivery may be postponed. Ideal L9 has recently frequently released preheating materials, and it is a double 8155 car machine chip, 5 screen interactive mode, and a warm milk function, the same is a range extender hybrid, this pure electric mileage reached 200km, hanging the appetite of "Daddy", according to the plan on the 16th of this month officially released, is expected to show cars to the store in May-June.
In terms of new forces, Xiaopeng's G9, Weima's E.5 and Gaohe's HiPhi Z are all in the warm-up stage and will have actions in the first half of the year.
On the other hand, traditional car companies are also speeding up the transformation of electrification, and honda brand pure electric models that have been preparing for several years will also enter the market. On April 26, Honda e:N series first bullet model e: NS1 will be officially launched, its sister model e: NP1 will also be pre-sold in May, these two cars will use Honda to really open the electric era, Hiromoto will also build e:N sales stores and supermarkets. Toyota's bZ4x show car has also arrived at dealerships, and its pre-sale won't be too far away.
Just announced the full suspension of production and sale of fuel vehicles BYD, Ocean Network brand new model - SEAL will be officially released in April, a new design language, pure electric e platform 3.0 latest model, will have 150kW, 230kW single motor, 160kW / 230kW dual motor three combinations to choose from, and provide two-wheel drive and four-wheel drive versions, while the entire series of models are equipped with lithium iron phosphate blade batteries. Among them, the all-wheel drive version of the model has an acceleration time of 0-100km/h of 3.8 seconds.
All in all, after this year, the choice of electric vehicles will be enriched, and there will be more choices at various price points, so the party will always win.
Wait, will electric cars cut prices?
Sometimes it is not always waiting for the party to win, such as the recent two months of electric vehicles lined up to increase prices, two months late booking, an AION Y actually cost nearly 20,000 yuan more, not counting the time to wait for the car. Many friends may want to ask, will the tram continue to increase in price?
Divided into two dimensions, first of all, there was a period last year, the same level of the same size of electric vehicles were sold to a price quite close to the price of fuel vehicles, such as the zero-run T03 to Toyota Zhixuan, BYD Dolphin to Honda Fit, GAC Aehan Y to Binzhi. In January this year, the car company carried out a round of price adjustment, that time the price adjustment car companies are still very cautious, although there is a subsidy decline as a background, but still worried about the market reaction is fierce, affecting sales and even "reputation". Due to the decline in subsidies, the price increase can be said to be irreversible.
But in the follow-up, by the price of raw materials such as lithium and nickel caused by the price increase, the frequency is relatively larger, the most concentrated is that in March there are more than 20 car companies to carry out price increases, of which like Tesla Model Y car price rose to 30,000 yuan, like the zero-run T03 direct minimum with 300 km mileage version, directly rose to 73,900, only 2,000 yuan lower than the original top allocation. That's outrageous!
Abnormal surges in raw materials like this have the opportunity to pull back. In fact, this round of raw material surge has also attracted the attention of the Ministry of Industry and Information Technology, the recent electric vehicle hundred people will also be mentioned that China has enough lithium ore resources, but the mining cycle is long, but the domestic electric vehicle increment in the past two years is large, fast, the demand has been greatly improved, superimposed on the Russian-Ukrainian dispute, triggering a short-term imbalance between supply and demand.
Some insiders believe that the price of heavy metal materials required for lithium and other cars is expected to fall back at the end of the year. But this is speculation after all, everything is still unknown.